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Cfs Fc-fidelity Australian Equities (LP65020785)

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1.261 -0.020    -1.38%
20/12 - Delayed Data. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.76B
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF07903 
Asset Class:  Equity
CFS FC-Fidelity W Australian Equities 1.261 -0.020 -1.38%

LP65020785 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the CFS FC-Fidelity W Australian Equities (LP65020785) fund. Our CFS FC-Fidelity W Australian Equities portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.030 1.030 0.000
Stocks 98.970 98.970 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.935 16.589
Price to Book 2.275 2.171
Price to Sales 2.289 1.914
Price to Cash Flow 8.859 8.430
Dividend Yield 4.251 4.142
5 Years Earnings Growth 8.846 7.920

Sector Allocation

Name  Net % Category Average
Financial Services 35.620 29.222
Basic Materials 20.430 19.409
Healthcare 11.690 11.320
Real Estate 6.370 5.719
Consumer Defensive 5.000 5.254
Communication Services 4.740 6.679
Energy 4.530 5.066
Industrials 3.600 7.374
Consumer Cyclical 3.100 7.443
Technology 2.980 3.972
Utilities 1.960 1.425

Region Allocation

  • North America
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 40

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 12.74 154.290 -0.25%
  BHP Group Ltd AU000000BHP4 9.91 39.670 -0.58%
  CSL AU000000CSL8 6.87 280.85 +0.99%
  Goodman Group AU000000GMG2 6.30 36.630 +0.22%
  Suncorp AU000000SUN6 5.90 19.310 +0.05%
  Macquarie AU000000MQG1 5.76 223.620 -0.02%
  Coles Group AU0000030678 4.73 18.76 -0.11%
  Westpac Banking AU000000WBC1 4.67 32.280 -0.03%
  Seek AU000000SEK6 3.58 23.03 +1.10%
  ANZ Holdings AU000000ANZ3 3.55 28.590 -0.03%

Top Equity Funds by Colonial First State Investments Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  FirstChoice WS Inv CFS WS Geared Sh 4.72B 37.79 11.51 16.80
  FirstChoice WS Inv FirstChoice WS M 4.7B 12.70 4.48 5.87
  CFS FC W PSup FirstChoice W Moderat 4.7B 11.29 4.16 5.46
  CFS FC W Pen FirstChoice W Moderate 4.7B 12.82 4.73 6.14
  CFS FC ESup FirstChoice Moderate Se 4.7B 11.80 4.60 5.59
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